is your business ready ?
Discover the top emerging technology trends for the financial services industry, and how best to leverage them to effectively service the needs of a diverse and digitally-driven customer group. This report outlines key trends, such as AI, omnichannel business positioning and hyper-personalisation strategies, to help you thrive in the face of digital disruption.
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see what's inside
- top tips for servicing the emerging HNWIs and the mass affluent investor market
- artificial intelligence in your financial service business
- how to identify the type of information you need to provide a more personalised experience
- post-pandemic landscape for financial services
- why an omnichannel approach is key to service clients anytime, anywhere
- 7-step framework to uncover areas of opportunity and weaknesses within your compliance processes
- using an API-driven framework to be more adaptive and responsive to changing customer and regulation needs
the next generation of investors
"With an estimated $68trillion to be passed down from current HNWI to their Gen X and millennial children over the next 25 years, wealth providers have an incredible opportunity to grow their business. Up to 80% of these heirs are likely to change wealth advisors after inheriting their parents’ wealth. To stay relevant, it’s crucial for companies to start preparing their business models and technology now to align themselves to the shifting customer dynamics."
Our purpose is to inspire excitement and confidence in financial services through digital innovation and engagement.